Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
-Fund LettersCenterstone Investors FundERF.PA Eurofins Health CareLife Sciences Tools & Services Bull Euronext ParisEurope, Food Testing, Free Cash Flow, Hub-and-spoke, infrastructure, Laboratory Testing, market leader, Pharmaceutical Testing
-Fund LettersCenterstone Investors Fund6501.T Hitachi IndustrialsIndustrial Conglomerates Bull Tokyo Stock ExchangeCatalyst, conglomerate, digital infrastructure, IT services, Japan, renewable energy, restructuring, transformation
-Fund LettersBrown Capital Management International All Company FundMBLY Mobileye Global Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAdas, automotive technology, autonomous driving, China competition, Computer Vision, EV, EyeQ, Israel, semiconductors
-Fund LettersCenterstone Investors Fund4958.T T Hasegawa MaterialsSpecialty Chemicals Bull Tokyo Stock ExchangeAsia, Consumer products, discount, Flavors, Fragrances, Japan, specialty chemicals, Value
-Fund LettersBrown Capital Management International All Company FundAVGO|BYD|CRWD|MELI|MSFT|NFLX|NVDA|NVO|ORLY|SPOT Novo Nordisk Health CarePharmaceuticals Bull NYSEBiotech, Denmark, Diabetes, GLP-1, market leader, obesity treatment, Ozempic, pharmaceuticals, Wegovy
-Fund LettersBrown Capital Management International All Company Fund3064.T MonotaRO Consumer DiscretionaryInternet & Direct Marketing Retail Bull Tokyo Stock ExchangeB2b, catalog, Digital transformation, e-commerce, enterprise, Industrial Supplies, Japan, MRO, Same-day Delivery
-Fund LettersBrown Capital Management International All Company FundARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM MercadoLibre Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcross-selling, digital payments, e-commerce, Fintech, growth, Latin America, marketplace, network effects, payment processing
-Fund LettersITUS CapitalNTPC.NS NTPC Limited UtilitiesElectric Utilities Bull NSECapacity utilization, coal, Government Policy, India, Power generation, renewable energy, Supply-Demand Imbalance, Thermal Power
-Fund LettersITUS CapitalINDUSINDBK.NS IndusInd Bank FinancialsBanks Bull NSEBank, credit cards, India, loan growth, Management Quality, Microfinance, MSME Lending, retail banking
Oct 4, 2023Fund LettersInfuse Partners- Shelly Group Information TechnologyTechnology Hardware, Storage & Peripherals Bull Bulgarian Stock ExchangeBulgaria, energy efficiency, Equity, Europe, growth, Hardware, Home automation, IoT, Software, technology
Oct 18, 2023Fund LettersNightview CapitalAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI infrastructure, AWS, Cloud computing, conglomerate, digital advertising, e-commerce, retail technology
Oct 18, 2023Fund LettersNightview CapitalACGL|CHH|FDS|GWRE|IBKR|IDXX|MTN|SPOT|TSLA Tesla, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI technology, autonomous driving, Charging Infrastructure, clean energy, Electric Vehicles, energy storage, manufacturing
Oct 18, 2023Fund LettersNightview CapitalGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI technology, Cloud computing, digital advertising, SaaS, search engine, technology conglomerate
Sep 30, 2023Fund LettersOrbis Global EquityCEG Constellation Energy Corporation UtilitiesElectric Utilities Bull NASDAQAsymmetric Risk, Carbon-free Energy, energy transition, Free Cash Flow, Inflation Reduction Act, Nuclear Power, Price Floor, Replacement Cost, scale advantage, utilities, Zero Carbon
Dec 31, 2023Fund LettersHarry Qelm BaabsmanSEDG SolarEdge Technologies Inc Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQclean technology, Cyclical, energy storage, Fast Growth, Power Optimization, Solar Energy
Dec 31, 2023Fund LettersHarry Qelm BaabsmanAZM IM Zoom Video Communications Inc Information TechnologyApplication Software Bull NASDAQContrarian Value, Environmental Benefits, low debt, Post-Pandemic Recovery, Sustainable Technology, Video Communications
Oct 31, 2023Fund LettersQuercus Fund0142.HK First Pacific Company IndustrialsIndustrial Conglomerates Bull Hong Kong Stock Exchangeconglomerate, consumer staples, Emerging markets, Food Manufacturing, Indonesia, infrastructure, Noodles, Philippines, Power generation, Southeast Asia, Sum-of-parts, telecommunications, Value
Dec 31, 2023Fund LettersHarry Qelm BaabsmanCRM Salesforce Inc Information TechnologyApplication Software Bull NYSECloud software, CRM, double-digit growth, Enterprise software, Long-term Hold, Technology leader
Dec 31, 2023Fund LettersHarry Qelm BaabsmanTPIC TPI Composites Inc IndustrialsHeavy Electrical Equipment Bull NASDAQclean energy, Composite Materials, Cyclical, high-risk high-reward, turnaround, Wind Energy
Dec 31, 2023Fund LettersHarry Qelm BaabsmanLIGHT.AS Signify NV IndustrialsElectrical Equipment Bull Euronext Amsterdamdividend income, energy efficiency, LED Lighting, market leader, Sustainable Technology, Value

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: